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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?


To: ed who wrote (9665)11/26/1997 8:59:00 AM
From: hpeace  Read Replies (1) | Respond to of 97611
 
yes, like I said...and I think someone else noticed it too.
the 1000 pc is hot in fareast.
to them buying a samsung is like owning a volkwagen...
buying a cpq is like owning a Benz or Jagaur



To: ed who wrote (9665)11/26/1997 9:41:00 AM
From: Skipper  Read Replies (1) | Respond to of 97611
 
So,
Good news about business prospects in China for the coming years...
Bad news (or at least perception) about inventories.....
Good news from analyst upgrade to "Strong Buy"....
Bad news from GS downgrade.....
Good news from CPQ mgt. about expected Q4 performance...
Bad news about consumer spending appearing "sloppy" this season.....

AND........stock off more than 11% in a week.

Anyone care to venture a guess on what it will do today?

(My guess is that we'll pick up 2 points today, let's see!)

Skipper



To: ed who wrote (9665)11/26/1997 4:31:00 PM
From: P.T.Burnem  Read Replies (1) | Respond to of 97611
 
CNN Asia just reported (9:50 PM Hong Kong Time) that Compaq
predicted its business in Hong Kong, Taiwan, China will increase
by 60% per year.


Meanwhile, Compaq insiders are busy unloading their stock holdings.

11/97 (CPQ) VP WHITE JOHN W S 10/20/97-10/30/97 42,711 63.25-71.06 10,000
11/97 CPQ DIR PERKINS THOMAS J S 10/20/97 25,000 71.50 576,441
11/97 CPQ SR VP HEIL MICHAEL D X 10/20/97-10/27/97 24,169 19.76-25.16
11/97 CPQ SR VP PIEPER ROEL X 10/22/97 27,000 20.24
11/97 CPQ SR VP STEARNS ROBERT W X 10/23/97 150,842 6.19-25.16
11/97 CPQ SR VP HEIL MICHAEL D S 10/27/97 3,542 67.00
11/97 CPQ SR VP PIEPER ROEL S 10/20/97-10/22/97 140,000 70.62-74.12
11/97 CPQ SR VP PIEPER ROEL S 10/20/97 87,000 71.37-71.50
11/97 CPQ SR VP STEARNS ROBERT W S 10/23/97 145,842 71.12-71.62 10,000

Btw, the rightmost column indicates an indider's current holdings

PTB